Position in AMT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$267,927
+$251 QoQ
Shares Held
1,638
+42.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,280
of 1,735 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Convergence Financial, LLC holds $1,227,612 across 3 REIT - Specialty names. AMT ranks #3 (21.8% of the industry book) .
All Filings in AMT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,927 | 1,638 | Shares | Sole | 2026-08-05 | |
| 2024-09-30 | $267,676 | 1,151 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $324,031 | 1,667 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||